Taxes In Retirement
From Protect & Grow by Tim Stearns
February 28, 2026 · 11 min · Season 2026 · Episode 228
About this episode
This episode provides an overview of how taxes apply to common retirement income sources and planning considerations for retirees.
In this episode, "Taxes in Retirement," we take a straightforward look at how taxes can apply after you stop working. It covers common retirement income sources like Social Security, pensions, and retirement accounts, and how they're typically taxed. The goal is to provide general context around what retirees often encounter, highlight a few planning considerations, and explain why taxes may still matter in retirement. This is an overview meant to help viewers better understand the topic, not a substitute for personalized tax advice. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
People in this episode
Host: Tim Stearns
Topics covered
- taxes
- retirement
- financial planning
- income sources
- tax implications
Keywords
- taxes in retirement
- retirement income
- Social Security taxes
- pension taxation
- retirement account taxes
Mentioned in this episode
Organizations: TjStearns, www.tjstearns.com
Products: Social Security, pensions, retirement accounts
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